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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,594 | $87,540-91.3% | $75,781-90.0% | $125,392-93.9% |
| Participation rate | 60.0% | 80.2%-20.2pp | 75.8%-15.8pp | 83.2%-23.2pp |
| Annual return | -3.63% | 13.48%-17.1pp | 9.68%-13.3pp | 282.23%-285.9pp |
| Employer contribution / active EE | $2,087 | $3,930-46.9% | $3,323-37.2% | $4,866-57.1% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,351-100.0% |
| Admin fee / account holder | $1,086 | $6,502-83.3% | $5,299-79.5% | $9,541-88.6% |